Regional Vice President, External Wholesaler

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Propel the sales growth of Delaware Life annuity products and services.

• Lead strategic sales initiatives and collaborate with the Delaware Life National Sales Consulting team to create and implement field plans and activities.

• Efficiently manage the territory to achieve profitable product sales.

• Utilize data and technology to pinpoint targeted growth opportunities.

• Develop annual plans and conduct quarterly reviews.

• Report directly to the Division Sales Manager of Delaware Life Marketing.

• Execute the territory business strategy to optimize revenue growth opportunities.

• Maintain records of prospect/client meetings, pipeline opportunities, tasks, demonstrations, and illustrations in the CRM on a weekly basis.

• Collaborate with the National Sales Consulting team for large advisor meetings and complex sales support.

• Partner with the Internal Sales Team to drive sales outcomes.

• Prospect and manage campaign-generated leads, update customer records, oversee the opportunity pipeline, and ensure accurate forecasting.

• Deliver sales presentations, product demonstrations, seminars, workshops, and branch meetings.

• Leverage existing relationships to facilitate meetings using internal resources.

• Showcase the Delaware Life Marketing National Sales Consultant value proposition to advisors and their clients.

• Establish and nurture relationships with both prospective and existing clients.

• Engage in lead development, follow-up, qualification, and targeted account selling in person, via phone, and through virtual means.

• Oversee expenses and adhere to company policies regarding advisor and firm sponsorships.

⛳️ Requirements

• A minimum of 5 years of wholesaling experience with a demonstrated record of annuity sales success in the bank and/or broker-dealer channels.

• Bachelor’s degree is mandatory.

• Required licenses include FINRA Series 6 or 7, 63, and Life Insurance.

• Established relationships with prominent bank and independent broker-dealer advisors and firms within the designated territory.

• Outstanding presentation and communication abilities.

• Proven success in annuity sales.

• A solid track record of building advisor relationships.

• Experience in lead development, follow-up, qualification, and targeted account selling through in-person, phone, and virtual engagement.

• Strong organizational capabilities and effective time management.

• Proficiency in Microsoft Office.

• Familiarity with Salesforce or other CRM platforms.

• A valid Driver’s license is required.

• Willingness to travel 50% of the time.

• Residency in the assigned territory is mandatory.

🏝️ Benefits

• A comprehensive range of health, dental, and vision insurance plan options.

• Basic and Supplemental Life Insurance coverage.

• Short- and Long-Term Disability benefits.

• Access to an Employee Assistance Program.

• Wellness program offerings.

• A 401K plan with matching contributions from the Company.